2023 Form 5500 filing — The Barton Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010190016NAL0021647185001) for The Barton Group 401(K) Plan, reported by Barton Mines Corporation under EIN 23-1624372 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010190016NAL0021647185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barton Mines Corporation
- EIN
- 23-1624372
- Plan number
- 002
- Location
- Glens Falls, NY
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,097,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,097,368
- Employer contributions
- $629,162
- Participant contributions
- $1,075,770
- Total income / additions
- $6,411,258
- Benefits paid
- $4,549,384
- Administrative expenses
- $75,932
- Total expenses
- $4,643,899
- Net increase / (decrease)
- $1,767,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $27,951 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $27,824 | $0 |
| Barton Mines Company LLC Dba Barton | OTHER | $20,065 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $92 | not reported in the loaded dataset |